About this episode

In this episode, Hans Toohey and guest Rohit Punyani discuss essential estate planning documents and the role of life insurance in tax planning.

Connect with Rohit Punyani: https://ownersasset.com/resource-library Book a call: https://remnantfinance.com/calendar Out Print the Fed with a 1% target per week: https://remnantfinance.com/options Email us at info@remnantfinance.com or visit https://remnantfinance.com for more information FOLLOW REMNANT FINANCE Youtube: @RemnantFinance (https://www.youtube.com/@RemnantFinance) Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588) Twitter: @remnantfinance (https://x.com/remnantfinance) TikTok: @RemnantFinance Don't forget to hit LIKE and SUBSCRIBE _____________________________In this episode, Hans welcomes back Rohit "Ro" Punyani from The Owner's Asset for a deep dive on estate planning, building from the basics that every family needs all the way up to advanced techniques used by ultra-high-net-worth families. Ro and Hans start with the four foundational documents every American needs regardless of net worth, then transition into the real heart of the episode: how life insurance functions as the single most powerful tool in estate tax planning. They walk through why "insurability is a currency," how convertible term lets you…

People in this episode

Host: Hans Toohey

Guest: Rohit Punyani

Topics covered

• estate planning
• life insurance
• tax planning
• financial documents
• wealth management

Keywords

• estate planning
• life insurance
• tax strategy
• wealth preservation
• financial planning

Mentioned in this episode

Organizations: The Owner's Asset, Remnant Finance, Youtube, Facebook, Twitter, TikTok

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